Second Half Financial Partners, LLC

Portfolio Overview

Second Half Financial Partners, LLC manages a portfolio valued at approximately $178.4 million as of the report date September 30, 2025. This represents a significant decrease of 15.9% from the previous quarter's value of $212.23 million. The portfolio consists of 59 holdings, displaying a high concentration in Exchange Traded Funds (ETFs), which comprise roughly 72.4% of the total assets. The firm’s strategy appears to be a hybrid approach, utilizing a core of sophisticat...